Outreach Custom Fields Outline

Outreach Custom Fields Outline

Uploading Personalized Email CSVs into Outreach

This guide walks you through how Ghost customers can take a CSV export and use it to run automated outbound campaigns in Outreach. The steps below assume you already have Ghost generating fields (column headers) via CSV such as ghost_subject_1, ghost_email_1, ghost_email_2, etc.

1. Understand the Fields Ghost Generates

A typical Ghost CSV includes fields like:

  • personName: Prospect’s full name
  • companyName: Prospect’s company
  • play: The play or prompt used
  • score: Lead score generated by Ghost
  • signals: Contextual signals Ghost picked up
  • ghost_subject_1: Suggested subject line for Email 1
  • ghost_email_1: Body of Email 1
  • ghost_email_2: Body of Email 2
  • ghost_email_3: Body of Email 3
  • status: Readiness indicator (e.g. ready)
  • createdAt: Timestamp of creation

These map directly into Outreach as custom fields.

2. Set Up Custom Fields in Outreach

  1. In Outreach, go to Settings → Prospects → Fields.
  2. Create custom fields to mirror Ghost’s output:
    • ghost_subject_1 → Text field
    • ghost_email_1 → Multi-line text
    • ghost_email_2 → Multi-line text
    • ghost_email_3 → Multi-line text
    • Optionally: play, score, signals (for filtering/reporting)
  3. Use clear display names like Ghost Subject 1 or Ghost Email 1 so users know which step they map to.

3. Export from Ghost

When you generate your campaign in Ghost:

  1. Select the relevant prospects.
  2. Export as CSV.
  3. Confirm that each row includes all fields you want Outreach to receive.

4. Upload & Map into Outreach

  1. Go to Prospects → Import → CSV Upload.
  2. Choose your Ghost CSV.
  3. Map fields:
    • personName → First Name / Last Name (split if needed)
    • companyName → Company
    • ghost_subject_1 → Ghost Subject 1 (custom)
    • ghost_email_1 → Ghost Email 1 (custom)
    • ghost_email_2 → Ghost Email 2 (custom)
    • ghost_email_3 → Ghost Email 3 (custom)
    • Additional Ghost fields (play, score, signals) → custom fields if you created them
  4. Make sure Email is mapped correctly — Outreach uses it as the unique identifier.
  5. Validate the preview → check that the text from your CSV lands in the right columns.

5. Build Your Outreach Sequence

Once your prospects are imported:

  1. Create a new sequence in Outreach.
  2. For Step 1:
    • Subject line: Insert variable → {{ghost_subject_1}}
    • Body: Insert variable → {{ghost_email_1}}
  3. For Step 2:
    • Body: Insert variable → {{ghost_email_2}}
  4. For Step 3:
    • Body: Insert variable → {{ghost_email_3}}

Each step will dynamically pull from the Ghost-generated content tied to that prospect.

6. QA and Launch

  1. Use Preview in Outreach to confirm each email renders correctly.
  2. Send a small test batch (5–10 prospects) before launching at scale.
  3. Monitor replies and adjust plays in Ghost as needed.

7. Updating Prospects

If you regenerate content in Ghost:

  1. Export a new CSV with the same email addresses.
  2. Re-upload to Outreach with the update existing option.
  3. Outreach will append/overwrite fields with the new Ghost content.

Best Practices

  • Always keep Email as the unique identifier.
  • Store context fields (play, score, signals) for reporting, but only map what you need for personalization.
  • Keep Ghost subject lines concise (40–60 characters).
  • Always preview before sending.

By following this workflow, Ghost customers can take the CSV fields we generate and turn them directly into scalable, hyper-personalized outbound in Outreach without manual copy/paste.